Prediction Validated. On a recent Boots on the Ground podcast I predicted that there would be consolidation in the solar/storage market and this week we got a merger between Shoals and Array. Congrats to the team, especially Shoals CEO Brandon Moss who will be leading the combined entity post close.
Permitting Bill Hot Takes. In today’s Wakeup Daily Briefing, I have a take on the permitting bill and what happens in the lame duck.
Best Headline. PV-magazine has a headline about communities today and it is the best (and most accurate) headline of the year. What do you want your Town to look like? Your voice as a voter and resident has never been stronger.
The Wakeup Weekly. SolarWakeup now has a weekly edition exclusively on LinkedIn. You can subscribe here. It highlights the top items from the Wakeup Daily Briefing that premium subscribers get daily access to.
Get The Wakeup Daily Brief. Was this email forwarded to you, subscribe here. We also have a premium deep dive called the Wakeup Daily Brief that you can sign up for at solarwakeup.com/join
[Election Review] Boots on the Ground. A new episode of Boots on the Ground is out where Abby and I discuss our predictions on today’s election which you can now count against the actual results, if you haven’t listened yet, now is the time. If you enjoy it, tag us on a Linkedin post and subscribe to our Youtube channel. solarwakeup.com/boots for all the links. Do us a favor and tag us in a Linkedin post if you enjoy the podcast. Here is the YouTube link.
- PV-Tech: Array Technologies, Shoals Technologies merger to create integrated solar infrastructure platform
- Axios: Democrats’ big win clouds the permitting picture
- PV-Magazine: “Speed to power runs through the community”
- Utility Dive: Eaton CEO: AC to DC migration for data centers ‘is real’
- Bloomberg: Soaring Gas Costs Squeeze Out Europe’s Negative Power Prices
- Reuters: Spain saved $26 billion on gas imports thanks to renewables boom, IEA says
- Energy Storage News: What Democratic control of Congress could mean for US BESS and renewables
- Latitude Media: Democratic governors won on a ratepayer defense message. Now what?
- Heatmap News: What Does the Blue Wave Mean for Permitting Reform?
- Canary Media: These cranberry bogs come with a side of solar
Opinion
Best, Yann